+188.6%
ARGT vs VT
+328.1%
-139.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -7.0% | -2.3% | -4.6% | -4.5% |
| 30D | -16.1% | -5.0% | -11.2% | -11.2% |
| 3M | -20.4% | -4.9% | -15.5% | -15.9% |
| 6M | -21.3% | -1.5% | -19.8% | -20.0% |
| YTD | -19.1% | +8.5% | -27.6% | -26.1% |
| 1Y | -17.6% | +11.4% | -29.0% | -26.8% |
| 3Y | +88.2% | +70.1% | +18.1% | +5.4% |
| 5Y | +128.5% | +53.7% | +74.7% | +44.4% |
| 10Y | +256.3% | +220.0% | +36.4% | +8.3% |
| All | +188.6% | +328.1% | -139.6% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling